

Markets Monitor Banks, Inflation Data, and the 2024 Election
Oct 11, 2024
Leslie Falconio, CIO of UBS Financial Services, dives into fixed income strategies and discusses why she anticipates a soft landing without significant yield declines. Jennifer Lee, Senior Economist at BMO Capital Markets, analyzes recent inflation data and its implications for the U.S. economy, highlighting consumer resilience. Joe Mathieu explores dynamic presidential campaign strategies, focusing on the contrasting approaches of Kamala Harris and Donald Trump, while emphasizing the importance of the Latino vote in the 2024 election.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Banking Resilience and Innovation
01:45 • 6min
Navigating Fixed Income: Expert Insights and Advertisements
07:18 • 2min
Bond Market Insights: Strategies and Resilience
09:13 • 5min
Casual Banter Meets Economic Insight
14:11 • 2min
Navigating Inflation and Economic Forecasts
15:51 • 5min
Economic Insights and Election Dynamics
20:27 • 4min
Latino Vote and Party Dynamics
24:29 • 4min
Election Uncertainty: Outcomes and Implications
28:04 • 3min